Kestrel Outdoor

On trackRetail · Account owner: Sofia Alvarez · renews Jun 30, 2027

Status

On track

No problems in relationship, delivery or finances.

Relationship: Good; No concerns in recent messages.
Delivery: Good; Milestones are on track.
Financial: Good; No overdue invoices or margin problems.
Data confidence: Medium; Invoice and payment status may be out of date (Accounting provider (to be selected) sync problem).
Intervention: None needed; No open issues.

Why this status?

The weighted health score is 97/100 (healthy) with 100% of inputs available. It averages the components below, so a single serious problem can be hidden by good results elsewhere; the status above judges each dimension on its own. Method

Relationship signals

90 · weight 35%

Kestrel Outdoor has given positive feedback+5

Delivery

100 · weight 30%

Financial

100 · weight 25%

Delivery margin to date 61% meets target0

Engagement recency

100 · weight 10%

Last client message 5 days ago (Sep 30, 2026)0

Issues

Nothing needs attention for Kestrel Outdoor

Missing or stale data would appear here.

Plans

All

Run Kestrel post-incident review
Sofia Alvarez · done · completed

Details

Account owner: Sofia Alvarez
Services: Website design & build
Next renewal: Jun 30, 2027 (notice by May 31, 2027) · $78k a year
Engagement: Replatform SOW · fixed fee · Apr 6, 2026 – Sep 30, 2026
Engagement: Support retainer · retainer · Jul 1, 2026 – Jun 30, 2027
Last client contact: Sep 30, 2026 (5 days ago)

Contacts

Morgan Lee · E-commerce Director · primary